Overview
Before diving into Affiliate User management, ensure your Kajabi site is set up for affiliate use. This includes enabling affiliate features and setting default and offer-level commissions. These are crucial steps for tracking and optimizing affiliate performance effectively.
Create and manage your Affiliate Users in the Users section of your Affiliate Dashboard. If you wish to access an overview of your affiliate data, learn how to access your Affiliate Report.
Click on an Affiliate User's name to:
Review their individual affiliate statistics
Override their Affiliate Percentage
View which Share Links are available to each affiliate
Create a Manual Transaction to credit your affiliate
Note:
Affiliates do not automatically get added to your Contacts tab. Because affiliates do not need to be customers of your site, they may only exist on your Affiliate Dashboard.
However, if your affiliates complete a Form created on your Kajabi site, purchase an Offer, or are manually imported into your Contacts tab, then you will be able to see your affiliates in both your Affiliate Dashboard and your Contacts tab.
How to invite new Affiliate Users to your site
Manually add new Affiliate Users to your site by sending an invite to join your site as an affiliate.
To invite Affiliate Users:
Open the Sales tab from your Dashboard.
Then, select Affiliates.
Open Settings from the top navigation menu.
Then, in the top menu click Users.
There, click + Invite Affiliates in the top right corner of the page.
Enter the name and email address of your new Affiliate(s).
Then, click Invite:
You will receive an email from Kajabi Support to the email associated with your account when the affiliate import process has finished.
Note: You may add up to 500 affiliates with each import.
Formatting
There are very specific guidelines you need to follow to successfully import Affiliate Users using a CSV. Please pay close attention to these instructions and make sure your CSV file is set up exactly as shown below:
First Name Last Name,Email Address
No extra commas or special characters
Examples:
John Doe,jdoe@example.com
Jane Smith,jsmith@example.com
The CSV file must be formatted like this to be accepted and successfully imported into Kajabi.
After importing your Affiliate Users, activate Affiliate Commission to credit your affiliates for transactions made with their Share Links. Learn more
Additionally, you can activate affiliate commissions specifically for certain offers.
Navigate to Sales > Offers
Select the desired Offer
Toggle on Activate Affiliate Commissions to configure the specific payout percentage or fixed amount for that offer.
For custom affiliate links, head to the Affiliates section and use Share Links to generate referral links that redirect to specific Landing Pages, Sales Pages, or Checkout Pages. Provide affiliates with these unique links for targeted promotions.
To manage payouts, monitor transactions in the Sales > Affiliates > Transactions area. Export reports for performance reviews and configure automatic or manual payouts in the Affiliate Dashboard.
Note:
When opening the exported CSV file, use TextEdit (for Mac) or Notepad (for PC's).
What happens after I invite an affiliate?
An invited affiliate is marked with an Invite pending banner until they have confirmed their desire to join as an affiliate of your site:
Note: Your invited affiliate will have up to 72 hours to confirm and verify their email before they are successfully added to your site.
How to send the Affiliate Signup Link
Enable self-registration to allow new Affiliate Users to register for your site.
To allow Affiliate signups, first enable your Affiliate registrations:
Open the Sales tab from your Dashboard.
Click Affiliates.
Open Settings from the top navigation menu.
Toggle on Enable Self-Registrations:
After enabling registrations, copy and share the Affiliate Sign Up link:
Open the Sales tab from your Dashboard.
Click Affiliates.
Select Copy next to the Affiliate Signup Link from the Affiliate Dashboard:
Tip:
Read Create a custom Affiliate Signup Page to customize your affiliate onboarding experience.
Affiliate Welcome Email
The Affiliate Welcome Email will be sent out to your affiliates after they've successfully signed up as an Affiliate User of your site.
Default Affiliate Welcome Email:
How to edit your Affiliate Welcome Email
To edit your Affiliate Welcome Email copy, add images, and preview it:
Open the Sales tab from your Dashboard.
Click Affiliates.
Select the Settings tab from the top menu.
Scroll down the page to the Welcome Email.
Edit your Subject line and Email Body.
Click Save to apply your changes.
Then, click Preview welcome email to view how your email will appear to your Affiliates:
How to send an Affiliate Login Link
New affiliates will receive an email containing their login credentials and the link to log in to their Affiliate Portal.
If you wish to send your affiliates the link to log in directly, locate the Affiliate Login Link to send to your affiliate users:
Open the Sales tab from your Dashboard.
Click the Affiliates tab.
Click Copy next to the Affiliate Login Link from the Affiliate Dashboard:
Then, share the link to an existing Affiliate User through your preferred form of communication.
How to permanently delete an Affiliate User from your site
Deleting an affiliate will permanently remove the Affiliate User from your site, including all related affiliate data such as clicks and conversions.
Open the Sales tab from your Dashboard.
Click Affiliates.
Select Users from the top navigation menu.
Select the name of the Affiliate you wish to remove.
Navigate to the bottom of the page and click Delete.
Complete the prompt.
Click Delete Affiliate: